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198/198 Reports

  • Result Update:SBI Cards
    Result Update:SBI Cards

    23 Oct 2020

    Stocks covered (1)

    We revise our rating to HOLD from BUY and revise the target price to Rs 925 (35x FY23E EPS).
  • Result Update:Bajaj Auto
    Result Update:Bajaj Auto

    23 Oct 2020

    Stocks covered (1)

    We have revised our estimates upwards for FY22/23 given better than expected recovery in the 2W market and positive management commentary. We retain BUY rating with revised TP of Rs. 3,500 (Rs. 3,300 earlier) as we value the stock at 16x its FY23E EPS.
  • Axis Alpha: Asian Paints Ltd (BUY)
    Axis Alpha: Asian Paints Ltd (BUY)

    23 Oct 2020

    Stocks covered (1)

    We recommend a BUY on ASIAN PAINTS with a Target Price of Rs. 2262 an upside of 7% from CMP of Rs. 2114 and Stop Loss Rs. 2040.
  • Daily Fundamental View:23 October 2020
    Daily Fundamental View:23 October 2020

    23 Oct 2020

    Asian markets are trading in the green while investors monitor coronavirus developments. Nikkei is trading higher by 0.17%; Hang Seng is trading flattish while Shanghai is trading higher by 0.23%. Indian indices are expected to open on a flat note. Sgx Nifty is trading flattish.
  • Result Update:Asian Paints
    Result Update:Asian Paints

    23 Oct 2020

    Stocks covered (1)

    We thus upgrade our estimates for FY21/22 and introduce FY23E. Revise rating to BUY (HOLD earlier) and a TP of Rs. 2,300 (Rs. 1,796 earlier) as we roll forward to Sept-22E EPS (50x target PE multiple).
  • Daily Fundamental View:22 October 2020
    Daily Fundamental View:22 October 2020

    22 Oct 2020

    Asian markets are trading lower tracking weak cues from Wall Street overnight. Nikkei is trading lower by 0.76%; Hang Seng is trading lower by 0.47% while Shanghai is trading lower by 1.08%. Indian indices are expected to open lower and focus will be on key quarterly earnings for further directions.
  • Result Update:Bajaj Finance
    Result Update:Bajaj Finance

    22 Oct 2020

    Stocks covered (1)

    We maintain Hold with target price of Rs 3297 (4.6x FY22E ABV).
  • Result Update:L & T Infotech
    Result Update:L & T Infotech

    22 Oct 2020

    Stocks covered (1)

    We recommend BUY and assign 24x P/E multiple to its FY23E earnings of Rs. 142 per share which gives a TP of Rs. 3,408 per share, an upside of 10%.
  • Result Update:Colgate-Palmoliv
    Result Update:Colgate-Palmoliv

    22 Oct 2020

    Stocks covered (1)

    We maintain BUY and TP of Rs. 1,565 as we value the stock at 38x its FY23E EPS.